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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
VFAM
401
Valley Forge Asset Management
Pennsylvania
$334K -$37.6K -150 -10%
EWM
402
Evermay Wealth Management
Virginia
$333K
B
403
Bailard
California
$331K
EFS
404
Essex Financial Services
Connecticut
$330K
MCM
405
Murphy Capital Management
New Jersey
$326K +$2.5K +10 +0.8%
MAA
406
Matrix Asset Advisors
New York
$319K +$28K +112 +10%
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$315K
DWM
408
Destination Wealth Management
California
$313K
WSFS
409
Wilmington Savings Fund Society
Delaware
$306K +$10K +40 +4%
KFS
410
KMS Financial Services
Washington
$301K -$490K -1,958 -63%
MJRIC
411
Mogy Joel R Investment Counsel
California
$301K -$8.76K -35 -3%
MDCM
412
Morgan Dempsey Capital Management
Wisconsin
$299K
SCM
413
Silver Capital Management
New York
$292K
BFA
414
Bragg Financial Advisors
North Carolina
$291K
UAS
415
United Asset Strategies
New York
$287K +$275K +1,100 New
NL
416
NWAM LLC
Washington
$286K +$29.5K +118 +12%
SIM
417
Sigma Investment Management
Oregon
$280K
KAM
418
Keeley Asset Management
Illinois
$277K
Two Sigma Investments
419
Two Sigma Investments
New York
$275K -$6.76M -26,987 -96%
EVC
420
Eidelman Virant Capital
Missouri
$274K
ESBC
421
E.S. Barr & Co
Kentucky
$273K
MC
422
Moors & Cabot
Massachusetts
$262K +$252K +1,008 New
JIR
423
James Investment Research
Ohio
$261K
RCAG
424
Rehmann Capital Advisory Group
Michigan
$261K +$251K +1,002 New
SI
425
SII Investments
Wisconsin
$258K +$248K +990 New